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The retired banker wants India’s top companies to invest in AI. But the capital, ambition, and urgency simply aren’t there.

Vague regulation and opportunistic ‘finfluencers’ have turned overseas investments into risky business for retail investors.
From GPUs to LLMs, India’s AI stack is deeply global—making ‘sovereign AI’ more aspiration than reality.
Most business-to-business companies waiting to list on the public markets have a problem that prospective investors should be aware of: severe indebtedness.